Benefits BrokerAtlas

Benefits brokers in Carlsbad, CA

14 benefits brokers in Carlsbad — 14 named on at least two 2024 Form 5500 filings. Most plan filings first. This is not a ranking of quality or price.

Health and welfare plans (13)Median plan under 200 participants (4)Median plan 200 to 999 participants (9)Fees reported as well as commissions (12)
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McCarey, INC.6320 Greenhaven Drive · Carlsbad, CA 92009 · Health and welfare plans23 plan filings · $80,472 disclosed · median 259 participantsNamed in Form 5500 filingsRoger Stuart Kenchel2588 El Camino Real, Suite F188 · Carlsbad, CA 92008 · Health and welfare plans11 plan filings · $6,680 disclosed · median 224 participantsNamed in Form 5500 filingsHub International Ins Svcs INC.1525 Faraday Avenue, Suite 200 · Carlsbad, CA 92008 · Health and welfare plans6 plan filings · $385,622 disclosed · median 263 participantsNamed in Form 5500 filingsHub International Insurance Svcs.1525 Faraday Ave., Suite 200 · Carlsbad, CA 92008 · Health and welfare plans6 plan filings · $430,121 disclosed · median 442 participantsNamed in Form 5500 filingsJames M. Morrison Insurance Service2710 Gateway Road · Carlsbad, CA 92009 · Health and welfare plans6 plan filings · $698,488 disclosed · median 163 participantsNamed in Form 5500 filingsMorrison Insurance Services, INC.2710 Gateway Road · Carlsbad, CA 92009 · Health and welfare plans6 plan filings · $366,288 disclosed · median 144 participantsNamed in Form 5500 filingsUsi Insurance Services LLC5901 Priestly Drive, Suite 306 · Carlsbad, CA 92008 · Health and welfare plans4 plan filings · $21,889 disclosed · median 201 participantsNamed in Form 5500 filingsAuerbach & Gussin Insurance701 Palomar Airport Rd · Carlsbad, CA 92011 · Health and welfare plans3 plan filings · $49,863 disclosed · median 281 participantsNamed in Form 5500 filingsHub International Insurance Svcs.1525 Faraday Avenue, Suite 200 · Carlsbad, CA 92108 · Health and welfare plans3 plan filings · $171,340 disclosed · median 196 participantsNamed in Form 5500 filingsAnchor Pacific InsuranceServices, 1265 Carlsbad Village Dr Ste 201 · Carlsbad, CA 92008 · Health and welfare plans2 plan filings · $86,376 disclosed · median 250 participantsNamed in Form 5500 filings
Anchor Pacific Insurance ServicesINC D/B/A Stephanie San an, 1265 Carlsbad Village Dr Ste 201 · Carlsbad, CA 92008 · Health and welfare plans2 plan filings · $268,404 disclosed · median 250 participantsNamed in Form 5500 filingsHub International Ins Svcs INC.1525 Faraday Avenue, Suite 200 · Carlsbad, CA 92108 · Health and welfare plans2 plan filings · $100,494 disclosed · median 244 participantsNamed in Form 5500 filingsPlan Design Consultants, INC.3451 Via Montebello · Carlsbad, CA 92009 · Retirement plans2 plan filings · $14,985 disclosed · median 179 participantsNamed in Form 5500 filingsVictor Robert RolloPO Box 879 · Carlsbad, CA 92018 · Health and welfare plans2 plan filings · $799 disclosed · median 3,098 participantsNamed in Form 5500 filings
Comparing benefits brokers in Carlsbad? Ask each for a written description of every way it is paid, and read questions to ask your benefits broker.

Listed from DOL EBSA Form 5500 datasets — Schedule A Part 1, DOL EBSA Form 5500 datasets — Form 5500, DOL EFAST2 Form 5500 search. Order: most plan filings first — not a quality or price ranking — never paid. Is something wrong? Tell us.